Retirement Planning

Retirement Planning



The retirement planning process involves a majority of the steps utilized during the financial planning process with the focus on a client’s ability to retire given their desired retirement age and anticipated lifestyle.


During this process we will focus on the client’s retirement lifestyle and consider the following issues:

Desires to relocate to a retirement friendly state.

Anticipated leisure pursuits.

Staying connected within the community.

Possible part-time work consulting work.


Once these issues have been given consideration, we will review client’s assets, current and future income sources and estimated expenses in retirement. This information will be utilized to forecast asset growth and cash flow needs in conjunction with the client’s anticipated longevity given their family health history.

The plan, once established, can be reviewed annually or on an as-needed basis to ensure the client’s goals are being met as they continue along their retirement journey.